Join hosts Kelly Rohrs, CPA, and Bilal Mehanna, CPA, MST, as they dive deep into the world of accounting and share their wealth of knowledge on running a public accounting firm. Whether you're a seasoned CPA, an aspiring accountant, or a business owner looking for financial guidance, consider "From Zero to Millions: Accounting Edition" your go-to podcast for valuable insights and practical advice. Kelly Rohrs, a firm owner and an experienced CPA with over a decade of experience, is known for ...
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Tax Resolution Solutions with Farah Saleh
30:23
30:23
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Join us on this episode as we sit down with Farah Saleh, a leading expert in tax resolution. She offers her insights into the emotional impact of tax resolution, the hurdles clients face with IRS enforcement, and the challenges of middle-class audits. She reveals invaluable strategies for navigating these barriers and emphasizes the importance of d…
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The Tax Cuts and Jobs Act is Coming to an End, Are You Ready?
20:43
20:43
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The expiration of the Tax Cuts and Jobs Act has far-reaching implications. As we explore estate planning, we discuss how the expiration impacts tax liabilities. It's crucial to communicate these changes with your clients to ensure they're prepared and informed! We also cover the significant shifts in the business landscape, particularly the possibl…
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Innovative Accounting Strategies with Alex Little
30:52
30:52
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30:52
Today we have Alex Little, the founder of Little CFO Services, joining us. Alex takes us through his fascinating journey into the world of accounting, sharing how his passion and dedication led him to start his own firm. He opens up about the various challenges he faced along the way and how he overcame them to build a successful business. Alex spe…
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Yuri Kapilovich is here today! Yuri's impressive presence on LinkedIn has made him a notable figure in the industry. During our conversation, Yuri delves into the challenges many of us face and offers invaluable advice for navigating these hurdles. We explore the stark differences between working at big firms versus small firms. We provide insights…
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Career Advice from a Partner at Aprio: Jason Drucker's Story
32:37
32:37
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32:37
Jason Drucker, CPA and Partner at Aprio, is with us today. We dive into Jason's fascinating career journey, from his early days in accounting to his current role as a Partner at Aprio. He shares insights on the importance of networking and building strong relationships in the industry, offering valuable tips for aspiring accountants. We also explor…
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Harnessing Your Niche Superpower for Accounting Success
20:39
20:39
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Join us as we explore the essential steps for taking your firm from a fledgling startup to a thriving business. We kick things off by discussing the importance of focusing on your niche and superpower to help you stand out in a crowded market. We'll guide you through the delicate balance of meeting client needs while driving firm growth, ensuring y…
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The Entrepreneurial Accountant with The Okay Rapper, Scott Scarano
37:41
37:41
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We are thrilled to feature Scott Scarano, a trailblazing accountant who has taken the industry by storm with his unique blend of creativity and professionalism. Scott, also known as Scotty, shares his journey from a traditional accountant to a rapping CEO, providing insights into how he embraced technology and innovation to drive growth. His story …
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We're joined by Sharon Means as we explore the transformative power of Entrepreneurial Operating Systems (EOS) and the pivotal role of a Fractional Integrator. Sharon's journey from traditional accounting to Fractional Integration provides invaluable insights into the evolving landscape of modern business management. We delve into the impact of rem…
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The Entrepreneurial Accountant with Henry Huie
28:26
28:26
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28:26
We have the pleasure of welcoming a special guest, Henry Huie, to share his remarkable journey with us. Henry takes us through his transition from the world of audit to tax, and the pivotal moment when he decided to venture into entrepreneurship by starting his own firm. Join us as we delve into the intricacies of Henry's decision-making process an…
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Accounting Tips for Efficiency in the Digital Age
25:50
25:50
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Efficiency is everything and in this episode, we delve into the world of accounting productivity and automation, revealing tips, tricks, and software insights to streamline your practices. From leveraging video reviews to optimizing client communication, we uncover strategies to enhance collaboration and drive better outcomes. Join us as we explore…
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Innovative Accounting: Diversifying Your Dollars with Dan Costello
21:06
21:06
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21:06
Join us as we sit down with the insightful Dan Costello to delve into his unique approach to accounting services. Dan shares his journey of expanding services beyond traditional accounting, emphasizing the importance of providing comprehensive financial solutions that clients need. We explore the philosophy behind offering a wide range of services …
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Get ready to go all in as we're joined by Roman Villard, who takes us on an inspiring journey from public accounting to entrepreneurship. Roman is the founder of Full Send Finance and he shares the strategies he employed to build the firm from scratch, as well as the pivotal moments and the challenges he faced along the way. We will study the evolu…
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Scaling and Reinventing in the Accounting World with the founders of Duckett Ladd
38:42
38:42
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38:42
In this episode, we are joined by Jared Duckett and Will Ladd of Duckett Ladd, a dental-specific accounting firm that has made a mark serving dentists nationwide. They share their incredible journey from traditional accounting practice to reinventing themselves as niche-specific firm. We dive into the challenges they faced, the lessons they learned…
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Will Private Equity Change the Accounting Industry?
22:20
22:20
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Today we're examining the intriguing intersection between private equity and public accounting. We explore the impact that private equity may have on the landscape of accounting firms, particularly in the context of our increasingly virtual world. As accounting firms continue to evolve, the allure of private equity investment grows stronger. We dis…
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How People Advisory is Changing the Game with Will Lopez
33:32
33:32
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In today's episode, we delve into the evolution of account careers with industry luminary Will Lopez, former founder of a Cloud-based accounting firm. Will's journey, inspired by his entrepreneurial family, began during the Great Recession when he pioneered remote accounting using cloud apps. He has since transitioned to Gusto as Head of Accounting…
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Scaling a National Brand in Accounting with Michael Ly
40:44
40:44
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Get inside the mind of a successful CEO with Michael Ly, as we explore the remarkable journey of growing a public accounting firm. Michael's story of building an accounting business from scratch began with a passion for the field nurtured through familial connections and hands-on experience in small businesses. Starting as a solo accountant, he met…
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IT Essentials for Accounting Firms with Danny Tobon
27:20
27:20
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27:20
Tune in to explore the world of server-based technology, cloud-based technology, and the shift in the accounting industry with expert Danny Tobon. We'll discuss the benefits and challenges of transitioning your IT infrastructure, ensuring you're well-informed on this crucial path to modernizing. Cybersecurity is a huge concern for accounting firms,…
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We'll unravel the complexities of PTE tax strategy and state deadlines, equipping you with the knowledge to make informed decisions for your business. From deductions to credits, we'll break down essential elements that can help you optimize your tax planning effectively. Discover how offering PTE to your clients is an easy sell that benefits your …
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Turning Niche Expertise into Millions with Jessica Gonifas
33:04
33:04
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33:04
We're thrilled to have Jessica Gonifas share her journey from general accounting to specializing in law firms. We'll delve into the power of niche selection, pricing strategies, and the essential mindset for success in the world of accounting. Jessica will reveal how she honed her expertise within law firms, sharing valuable insights on pricing str…
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Balancing the Books and the Gender Gap with Jennifer Howard
30:35
30:35
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It's girls only today! I engage in a thought-provoking conversation with Jennifer Howard, a seasoned CPA, and we shed light on the persistent gender inequality within the accounting industry. Jennifer highlights the stark underrepresentation of women in leadership roles, attributing this disparity to factors such as unattainable work expectations, …
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Shaping Your Accounting Career Into Your Dream Job with Mike Manalac, CPA
30:41
30:41
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Today we're joined by Mike Manalac. Together we'll explore the journey of landing your dream job in the accounting industry, dispelling the negative stereotypes that sometimes plague this field. We'll emphasize the importance of career promotion and offer strategies to overcome misconceptions, helping you reach new heights in your career. We'll als…
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Navigating the Corporate Transparency Act
24:20
24:20
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24:20
In this episode, we explore the latest compliance requirements for businesses under the Corporate Transparency Act and dissect the new FinCEN Form 114, delving into filing requirements, exemption thresholds, and deadlines. We also dive into the value of compliance to avoid hefty penalties. We know the challenges of talent retention in the accountin…
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Tax Expertise and Entrepreneurship with Randy Crabtree
29:53
29:53
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29:53
Our special guest today is Randy Crabtree, an expert in accounting career growth and industry insights. Randy's journey from computer science to becoming a specialist in tax accounting is nothing short of inspiring. It's a testament to the diverse opportunities within the accounting field, and we're eager to explore how he navigated this unique pat…
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From Auditor to Fractional CFO with Tony Wilson, CPA, CMA
32:50
32:50
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32:50
Thinking of making the switch from public accounting to launching your own fractional CFO service? Tony Wilson has done just that and is here to share his experience with us! Tony's journey is a testament to the power of entrepreneurship and the need for financial guidance in the business world. He began his career as an auditor at Grant Thornton b…
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Setting Boundaries for Accounting Firm Success
28:25
28:25
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28:25
We're delving into the vital topic of work-life balance in the accounting profession. We'll explore the significance of setting boundaries for yourself, clients, and staff to create a thriving practice that doesn't lead to burnout. Our insights range from attracting high-paying clients to alternative staffing approaches during tax season, emphasizi…
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Scaling Success in Accounting Services with Vinnie Fisher
35:43
35:43
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35:43
Today, Vinnie Fisher takes us on his remarkable entrepreneurial journey that led to achieving tremendous success in the world of accounting. In this conversation, we dive into the importance of modernizing accounting and CFO services, with Vinnie sharing insights on staying ahead of industry trends. We also explore the intersection of entrepreneurs…
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Pricing, Software, and Growing Your Accounting Firm with Jennifer Howard, CPA
34:56
34:56
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34:56
We're thrilled to have Jennifer Howard, CPA as our special guest today. Jennifer's incredible journey through accounting career growth is so inspiring. She began her career in public accounting at small firms and eventually became the owner of her own virtual accounting firm. Jennifer emphasizes the importance of learning from others and leveraging…
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Setting Goals for Growth in Your Accounting Firm
32:59
32:59
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32:59
In this episode, we tackle key topics to help you thrive in the accounting industry. First, we emphasize the significance of setting clear goals for your accounting firm. We discuss the importance of internal organization and suggest goals like tax planning for clients and making tough decisions such as hiring more staff or letting go of certain cl…
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Future-Proofing Your Finances: Expert Insights with David Spence, CPA, CFP, CLU, PFS
26:11
26:11
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26:11
Today, we're thrilled to have David Spence as our guest, exploring key aspects of tax planning and accounting. In this episode, we'll dive into the critical intersections of tax planning, debt management, and the ever-changing landscape of future tax rates. Taxes and debt are powerful forces that mold our financial destinies and David will illumina…
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From Accountant to Financial Advisor with Steven Jarvis, CPA, MBA
27:53
27:53
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Today, our special guest is Steven Jarvis, who shares his career transformation from accounting to a thriving financial advisor. Steven's story is a testament to the possibilities within the financial industry. We delve into his challenges and insights as he transitioned roles, emphasizing the significance of tax services for financial advisors. St…
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How to Handle Difficult Accounting Clients
26:12
26:12
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26:12
Today, we're delving into the challenging yet crucial topic of handling difficult accounting clients. As expert CPAs and business owners, we've encountered our fair share of client challenges, and we're here to provide you with practical advice that can make a significant difference in your accounting practice. In this episode, we explore the tellt…
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Mastering Marketing Strategies for Accountants with Katie Thomas
28:54
28:54
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28:54
In this episode, Katie Thomas, CPA and marketing extraordinaire, joins us to explore marketing strategies for accounting practices and the art of building a personal brand in the industry. During this discussion, Katie shares her unique journey, transitioning from a marketing background to a passion for accounting. The conversation revolves around …
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Inside IRS Criminal Investigations: Tax Audits, Ethics, and More with Robert Nordlander, CPA
35:36
35:36
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35:36
Today, we have a special guest with us, Robert Nordlander, CPA, who brings a unique perspective to the world of accounting as a former IRS criminal investigator. In this episode, we dive deep into the fascinating world of IRS criminal investigations and sentencing guidelines. Robert shares his insights on what you need to know about tax investigati…
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The Power of Branding and Finding Your Niche with Brandon Hall, CPA
39:07
39:07
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39:07
Get ready to dive deep into the intricacies of starting and running a flourishing accounting firm with none other than The Real Estate CPA, Brandon Hall. The world of accounting can often feel saturated, but Brandon underscores the power of finding a unique niche. He shares insights into his journey of carving out a special space as an accountant c…
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The Road to Success: Our Accounting Firm Beginnings
33:19
33:19
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Welcome to the first episode of From Zero to Millions: Accounting Edition! Whether you already own a firm or you've been dreaming of starting one for a while, we understand the heart of business and we're here to share how you can build the firm of your dreams! In today's episode, we're diving deep into each of our backgrounds and the paths we took…
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From Zero to Millions: Accounting Edition Trailer
1:01
1:01
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Join hosts Kelly Rohrs, CPA, and Bilal Mehanna, CPA, MST, as they dive deep into the world of accounting and share their wealth of knowledge on running a public accounting firm. Whether you're a seasoned CPA, an aspiring accountant, or a business owner looking for financial guidance, consider "From Zero to Millions: Accounting Edition" your go-to p…
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